As our culture becomes increasingly dependent on access to free information, unbundled services, and cheap alternatives to traditional methods, we continue to hear the question; “can I prepare my own estate plan?” As you consider your planning options, here are a few essential pitfalls when it c

With the 2016 tax deadline behind us, Americans can now turn their focus to 2017. With a new year, and especially with a new administration, comes the likelihood of changes to the tax code. Whether this comes in the form of a full repeal is up for debate, but with Trump in office and a GOP-controlle

When a loved one passes away, you may be faced with an overwhelming amount of issues to navigate during this extremely difficulty time. As you begin to scroll through the pieces that need attention, here are a few practical items and timelines to consider:

It’s the time of the year when families get together to celebrate the holidays and catch up on each other’s lives. While there are many awkward conversations topics to avoid, there’s one topic you shouldn’t: your loved ones’ last wishes.

With the world buzzing about the developing policies of President-Elect Trump, the potential consequences for federal estate tax planning are worth noting. Here are the five key things you need to know about potential changes from the Trump administration:

This summer, the IRS proposed new regulations that may have a significant impact on estate planning for family businesses. If you are part of a family business considering how to transfer it to the next generation, now is a good time to take action and make sure you have a plan in place.

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